Independent Investors

Independent Investors as of March 31, 2026

Portfolio Holdings for Independent Investors

Independent Investors holds 70 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Common Stock (AAPL) 54.5 $274M 1.1M 253.79
Microsoft Corporation Common Stock (MSFT) 4.0 $20M 54k 370.17
Johnson & Johnson Common Stock (JNJ) 3.5 $17M 71k 244.44
JPMorgan Chase & Co. Common Stock (JPM) 3.3 $16M 56k 294.16
Amgen Common Stock (AMGN) 2.1 $10M 30k 351.85
Exxon Mobil Corporation Common Stock (XOM) 2.1 $10M 61k 169.66
AbbVie Common Stock (ABBV) 1.9 $9.7M 45k 217.49
Honeywell International Common Stock (HON) 1.9 $9.4M 42k 226.03
Waters Corporation Common Stock (WAT) 1.5 $7.8M 26k 297.80
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 1.4 $7.1M 15k 479.20
NVIDIA Corporation Common Stock (NVDA) 1.3 $6.7M 39k 174.40
Emerson Electric Common Stock (EMR) 1.3 $6.4M 49k 131.02
Boeing Company Common Stock (BA) 1.2 $6.0M 30k 199.03
Procter & Gamble Company Common Stock (PG) 1.2 $5.8M 40k 144.44
McDonald's Corporation Common Stock (MCD) 1.1 $5.3M 17k 310.79
Norfolk Southern Corporation Common Stock (NSC) 1.0 $5.0M 18k 287.00
Qualcomm Common Stock (QCOM) 0.9 $4.4M 34k 128.78
Oracle Corporation Common Stock (ORCL) 0.9 $4.4M 30k 147.11
Dover Corporation Common Stock (DOV) 0.8 $4.3M 20k 208.45
Walt Disney Company Common Stock (DIS) 0.8 $4.2M 44k 96.38
American Express Company Common Stock (AXP) 0.7 $3.6M 12k 302.48
Abbott Laboratories Common Stock (ABT) 0.7 $3.5M 34k 102.67
L3Harris Technologies Common Stock (LHX) 0.7 $3.4M 9.7k 345.15
Nike Common Stock (NKE) 0.6 $3.2M 60k 52.82
Goldman Sachs Group Common Stock (GS) 0.6 $3.1M 3.6k 845.99
Costco Wholesale Corporation Common Stock (COST) 0.6 $2.9M 2.9k 996.43
PepsiCo Common Stock (PEP) 0.6 $2.8M 18k 155.29
Union Pacific Corporation Common Stock (UNP) 0.6 $2.8M 12k 242.62
Novartis Common Stock (NVS) 0.5 $2.7M 18k 152.75
Coca-Cola Company Common Stock (KO) 0.5 $2.7M 36k 76.05
Alphabet Inc. Class C Common Stock (GOOG) 0.5 $2.7M 9.3k 286.86
Colgate-Palmolive Company Common Stock (CL) 0.5 $2.4M 28k 85.23
United Parcel Service Common Stock (UPS) 0.5 $2.4M 24k 98.38
Home Depot Common Stock (HD) 0.4 $2.0M 6.0k 328.89
Howard Hughes Holdings Common Stock (HHH) 0.4 $1.8M 29k 63.26
Alphabet Inc. Class A Common Stock (GOOGL) 0.3 $1.7M 5.9k 287.56
Bristol-Myers Squibb Company Common Stock (BMY) 0.3 $1.6M 26k 60.65
iShares Core S&P 500 ETF Common Stock (IVV) 0.3 $1.4M 2.1k 653.21
Chevron Corporation Common Stock (CVX) 0.3 $1.4M 6.6k 206.90
Spdr S&p 500 Etf Common Stock (SPY) 0.3 $1.3M 2.0k 650.34
Alibaba Group Holding Ltd ADS Common Stock (BABA) 0.3 $1.3M 10k 125.46
Bank of America Corporation Common Stock (BAC) 0.2 $1.2M 25k 48.75
GE Aerospace Common Stock (GE) 0.2 $1.2M 4.1k 283.77
Morgan Stanley Common Stock (MS) 0.2 $1.1M 6.8k 164.57
Stryker Corporation Common Stock (SYK) 0.2 $986k 3.0k 328.59
United Rentals Common Stock (URI) 0.2 $965k 1.3k 728.56
Lowe's Companies Common Stock (LOW) 0.2 $898k 3.8k 236.28
GE Vernova Common Stock (GEV) 0.2 $869k 996.00 872.90
JPMorgan Equity Premium Income ETF Common Stock (JEPI) 0.2 $862k 15k 56.68
Solstice Advanced Materials Common Stock (SOLS) 0.2 $787k 10k 76.16
UnitedHealth Group Incorporated Common Stock (UNH) 0.1 $698k 2.6k 270.59
Kenvue Common Stock (KVUE) 0.1 $659k 38k 17.24
Uber Technologies Common Stock (UBER) 0.1 $650k 9.0k 71.93
Kinder Morgan Common Stock (KMI) 0.1 $624k 19k 33.53
Cisco Systems Common Stock (CSCO) 0.1 $611k 7.9k 77.59
International Business Machines Corporation Common Stock (IBM) 0.1 $570k 2.4k 242.39
Amazon.com Common Stock (AMZN) 0.1 $513k 2.5k 208.27
JPMorgan NASDAQ Equity Premium Income ETF Common Stock (JEPQ) 0.1 $506k 9.1k 55.52
CrowdStrike Holdings Common Stock (CRWD) 0.1 $496k 1.3k 390.41
Eaton Corporation Common Stock (ETN) 0.1 $429k 1.2k 357.67
PureCycle Technologies Common Stock (PCT) 0.1 $418k 81k 5.19
Visa Common Stock (V) 0.1 $417k 1.4k 302.24
Pfizer Common Stock (PFE) 0.1 $344k 12k 28.08
Merck & Co Common Stock (MRK) 0.1 $301k 2.5k 120.29
iShares S&P Mid-Cap 400 Growth ETF Common Stock (IJK) 0.1 $282k 2.8k 100.62
SLB Common Stock (SLB) 0.0 $227k 4.4k 51.39
Invesco QQQ Trust Common Stock (QQQ) 0.0 $221k 383.00 577.18
Air Products and Chemicals Common Stock (APD) 0.0 $217k 746.00 290.49
iShares MSCI India ETF Common Stock (INDA) 0.0 $216k 4.6k 46.84
Metaverse Roundhill Ball ETF Common Stock (METV) 0.0 $159k 10k 15.93